7 Streets Financial, LLC is a small investment advisory firm based out of San Ramon, CA, with a strong presence in the financial industry. With a total of five dedicated employees, including two experienced investment advisors, the firm provides comprehensive financial services to a diverse clientele. With an impressive average of $40,670,000 in assets under management per investment advisor, 7 Streets Financial ensures that its clients receive personalized attention and tailored investment strategies. The firm's compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, allowing clients to choose the option that best suits their needs. Boasting over 250 individual clients and managing more than $92,000,000 in assets, 7 Streets Financial has built a solid reputation for its expertise in managing employer 401Ks and individual investments. With a wealth of experience in this space, the firm has consistently delivered excellent results and gained the trust of its clients. All assets managed by 7 Streets Financial are discretionary, enabling the firm to make informed investment decisions on behalf of their clients. The company operates out of two well-established offices, offering convenience and accessibility to its clients. Notably, Joseph Duca and Travis Lewis, two highly experienced and dedicated registered advisors, have been instrumental in the firm's success, providing valuable insights and strategic guidance. With its commitment to delivering exceptional financial services and a focus on long-term client relationships, 7 Streets Financial, LLC continues to thrive as a trusted investment advisory firm in the competitive landscape of San Ramon, CA.

Opes Wealth Management, LLC, based out of Menlo Park, CA, is a reputable investment advisory firm that caters primarily to high-net-worth individuals. With a total of 8 employees, 5 of whom specialize in providing investment advisory services, Opes Wealth Management boasts a strong team of experienced professionals. Their advisors have an impressive average of approximately $10,560,000 in assets under management per investment advisor. The firm's compensation structure is diverse and includes various types, such as a percentage of assets under management. Opes Wealth Management currently serves over 150 individual clients, overseeing a substantial $473,581,000 in assets under management. While the majority of the assets they manage belong to high-net-worth individuals, they also possess the expertise to handle employer funds, although 401(k) and individual accounts make up less than 30% of their assets under management. Opes Wealth Management distinguishes itself by offering discretionary asset management services, meaning they have full authority to make investment decisions on behalf of their clients. With two offices, the firm is deeply rooted in the local community and has established a strong presence in Menlo Park, CA. The team at Opes Wealth Management boasts several long-tenured advisors, including Mark Duvall, Andrew Block, and Tracie Southerland. Their extensive experience and dedication to providing top-notch investment advice contribute to the firm's reputation as a trusted partner in wealth management.

Franklin Advisers, Inc., a prominent regional investment advisory firm headquartered in San Mateo, CA, boasts a team of 283 dedicated professionals. With a notable emphasis on investment advisory services, 182 experts at Franklin Advisers guide clients towards financial success. Demonstrating their exceptional competence, the firm maintains an impressive average of approximately $506,210,000 in assets under management per investment advisor, surpassing industry standards. Setting themselves apart, Franklin Advisers employs a versatile compensation structure. They offer various remuneration methods, including a percentage of assets under management, hourly charges, subscription fees, and fixed fees. This diverse approach allows the firm to cater to a wide range of client needs, enhancing their reputation for client-centric service. With a staggering total of 6,010 individual clients, Franklin Advisers oversees an impressive $320,493,366,000 in assets under management. Notably, all of the assets they manage operate under discretionary mandates, further highlighting the trust clients place in the firm's expertise and judgment. In addition to their core investment advisory services, Franklin Advisers extends its capabilities as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. This expansion into diverse financial services illustrates their commitment to delivering comprehensive solutions that address the evolving needs of their clientele. Operating from eight strategically located offices, Franklin Advisers is well-positioned to serve clients throughout the region efficiently. As a trusted partner in wealth management, they continue to drive financial success and provide tailored advice to individuals, families, and institutions seeking robust investment strategies and superior service.

Roberts Wealth Advisors, LLC is a highly regarded local investment advisory firm headquartered in Menlo Park, CA, with two offices serving a diverse clientele. With a team of five dedicated professionals, Roberts Wealth Advisors offers comprehensive investment advisory services to meet the unique financial goals of their clients. The firm manages an impressive average of approximately $50,740,000 in assets per investment advisor, aligning with the industry average. Their compensation structure reflects flexibility, encompassing various approaches such as a percentage of assets under management, fixed fees, and hourly charges. Notably, all the assets managed by Roberts Wealth Advisors are discretionary, demonstrating their expertise in making independent investment decisions. Catering primarily to high-net-worth individuals, Roberts Wealth Advisors boasts a substantial client base of over ten individuals, with an impressive $253,692,000 in assets under management. The firm prides itself on providing tailored investment strategies that align with their clients' financial aspirations and risk tolerance. Roberts Wealth Advisors stands out in the industry, thanks to its team of highly experienced advisors. Among them are Suzanne Herman, Ryan Walsh, and Brian Roberts, who have served as trusted professionals at the firm for an extended period. Their collective expertise and dedication contribute to the firm's success in delivering personalized and exceptional financial guidance to their valued clients. Overall, Roberts Wealth Advisors, LLC has firmly established itself as a reputable investment advisory firm in Menlo Park, CA, offering comprehensive and client-centric financial services to help individuals achieve their long-term financial objectives.

Bluepointe Capital Management, LLC is a highly esteemed investment advisory firm based out of Menlo Park, CA. With a team of seven dedicated professionals, they specialize in providing top-notch investment advice and financial planning services to a diverse clientele. Three of their employees are dedicated investment advisors, delivering personalized strategies tailored to meet the unique needs of each client. Bluepointe Capital Management, LLC boasts an impressive average of approximately $267,720,000 in assets under management per investment advisor, significantly surpassing the industry average. Their compensation structure is multifaceted, including a percentage of assets under management and performance-based fees, ensuring a symbiotic alignment of interests with their clients. With a robust client base of over 20 individuals, Bluepointe Capital Management, LLC manages a substantial sum of assets totaling more than $641,799,000. The majority of these assets are entrusted to the firm by high-net-worth individuals seeking expert guidance and wealth management solutions. Impressively, 62% of the assets they manage are discretionary, allowing Bluepointe Capital Management, LLC to make informed investment decisions on behalf of their clients, further demonstrating their expertise and trustworthiness. Operating out of a single office, Bluepointe Capital Management, LLC has established a solid reputation for their professional acumen and personalized service. Among their ranks, advisors like Christian Tiscareno, Sanjeev Sardana, and Laura Braverman stand out as some of the longest-tenured and highly respected professionals at the firm. With their commitment to excellence and client-centered approach, Bluepointe Capital Management, LLC continues to set the standard in the investment advisory industry, empowering their clients to achieve their financial goals with confidence.

Summitry, LLC, a leading investment advisory firm, has established itself as a trusted partner for over 550 individual clients, amassing an impressive $1,988,684,000 in assets under management. Operating out of Foster City, CA, Summitry caters to a diverse clientele, leveraging their expertise in managing both 401K and individual accounts. While these accounts make up less than 30% of their assets under management, Summitry possesses the capability to effectively oversee employer funds as well. Notably, a significant 94% of the assets they manage are discretionary, allowing them to exercise their expertise and decision-making prowess in driving optimal returns. Catering primarily to high net worth individuals, Summitry has cultivated a compensation structure that includes various types, such as a percentage of assets under management. With a total workforce of 35 dedicated professionals, 13 of whom provide comprehensive investment advisory services, Summitry maintains a high level of expertise and personalized attention for their discerning clients. Setting themselves apart in the industry, Summitry boasts an impressive average of approximately $152,980,000 in assets under management per investment advisor, far exceeding the industry standard. The firm prides itself on the longevity and expertise of their team, with esteemed advisors like Kurt Hoefer, Joseph Martin, and Colin Higgins among their ranks. Their deep industry knowledge and experience contribute to the firm's sterling reputation and success. In conclusion, Summitry, LLC is a locally renowned investment advisory firm in Foster City, CA, distinguished by their vast assets under management, focus on high net worth individuals, exceptional compensation structure, and a team of seasoned professionals dedicated to providing top-notch investment advisory services.

NOMAD is a prominent local investment advisory firm headquartered in Menlo Park, CA. With a single office location, the firm is driven by a team of 186 dedicated professionals, a small percentage of whom specialize in providing top-tier investment advisory services. NOMAD boasts an impressive average of $7,600,000 in assets under management per investment advisor, showcasing their expertise and ability to handle substantial portfolios. The compensation structure at NOMAD encompasses various models, including a percentage of assets under management and subscription fees. Over 80% of their assets under management are attributed to employer 401K plans and individual accounts. As such, NOMAD possesses extensive proficiency in managing both employer-sponsored retirement plans and individual investment portfolios. The firm prides itself on its outstanding track record, serving a vast client base of over 45,240 individuals who entrust NOMAD with their financial goals. These clients benefit from the comprehensive financial services offered by NOMAD, which include personalized investment strategies, retirement planning, and wealth management. NOMAD's exceptional success is exemplified by their impressive management of over $37,995,000 in assets under management from individual clients. Their commitment to providing exceptional financial guidance and delivering optimal results has solidified their reputation as a trusted and reliable partner in the realm of investment advisory services. NOMAD's headquarters in Menlo Park, CA, situates them in the heart of Silicon Valley, allowing them to tap into the region's thriving innovation and entrepreneurial spirit. With their wealth of experience, dedication to client satisfaction, and commitment to sound financial strategies, NOMAD continues to thrive as a leading investment advisory firm in the competitive landscape of Menlo Park.

Vantage Wealth Management, LLC, based out of San Mateo, CA, is a reputable investment advisory firm catering to the financial needs of individuals and businesses. With a dedicated team of 9 skilled professionals, including 7 investment advisors, they offer expert guidance in managing clients' wealth. On average, each investment advisor oversees around $127,570,000 in assets under management, aligning with industry standards. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Their client base consists of over 480 individuals, with a substantial asset under management portfolio exceeding $545,988,000. Vantage Wealth Management focuses primarily on high net worth individuals, while also possessing the ability to manage employer funds, although 401K and individual accounts represent a minority share of their total assets under management. With a commitment to providing comprehensive financial solutions, Vantage Wealth Management extends its services beyond investment advisory, including acting as an insurance broker or agent. As a local firm, they pride themselves on their community presence and deep-rooted relationships with clients. Within their team of advisors, Vantage Wealth Management boasts seasoned professionals, such as Brandy Navarro, Mitone Griffiths, and David Fernelius, who have demonstrated long-standing commitment and expertise. Their office in San Mateo serves as a hub for delivering personalized and strategic financial advice to clients, ensuring their financial goals are met with confidence and success.

Fuller & Thaler Asset Management Inc, based out of San Mateo, CA, is a leading investment advisory firm with a strong presence in the financial industry. With over 2,050 individual clients and an impressive $16,360,992,000 in assets under management, they have established themselves as a trusted partner for their clients' financial needs. As a local firm, Fuller & Thaler Asset Management Inc prides itself on providing personalized and tailored investment strategies to meet the unique goals and objectives of each client. With two offices in San Mateo, they are well-positioned to serve a diverse range of clients from various backgrounds. One notable aspect of their business is that 100% of the assets they manage are discretionary, which reflects their expertise and the confidence clients have in their investment decisions. Their compensation structure is designed to align their interests with their clients', incorporating various types such as a percentage of assets under management and fixed fees. With a team of 21 dedicated professionals, including 14 experienced investment advisors, Fuller & Thaler Asset Management Inc possesses the expertise and resources to deliver exceptional service. Their investment advisors manage an average of approximately $1,168,640,000 in assets, surpassing the industry average, highlighting their success in growing and preserving clients' wealth. Notably, Russell Fuller and Frederick Stanske are two of the firm's longest-tenured registered advisors, exemplifying the depth of knowledge and commitment within the organization. Fuller & Thaler Asset Management Inc continues to be a reliable partner, offering comprehensive investment advisory services and striving to achieve superior financial outcomes for their clients.

Brickley Wealth Management is a small investment advisory firm based out of San Mateo, CA. With six dedicated employees, including three who provide investment advisory services, the firm offers a range of financial solutions to its clients. They manage an average of approximately $50,170,000 in assets under management per investment advisor, which aligns with the industry average. Brickley Wealth Management's compensation structure is designed to suit their clients' needs, offering various types such as fixed fees. Their impressive portfolio boasts over 80 individual clients, with assets under management exceeding $621,361,000. The firm primarily caters to high-net-worth individuals, expertly managing 100% of their clients' assets on a discretionary basis. In addition to investment advisory services, Brickley Wealth Management also serves as an insurance broker or agent, providing clients with comprehensive coverage options. They also collaborate with an accountant or accounting firm to offer holistic financial solutions that address clients' tax planning and reporting requirements. The firm takes pride in its long-standing reputation and experienced team. Among the highly tenured advisors at Brickley Wealth Management are Stephen Brickley, Aaron Brickley, and Nathan Brickley, who bring a wealth of knowledge and expertise to their clients. With their main office located in San Mateo, Brickley Wealth Management is committed to delivering personalized financial strategies that align with their clients' goals and aspirations.

Sage Rhino Capital LLC, headquartered in Menlo Park, CA, is a leading investment advisory firm with a strong track record of success. With 10 dedicated employees, including two highly experienced investment advisors, the firm offers top-tier financial services to a diverse clientele. With an impressive average of approximately $210,450,000 in assets under management per investment advisor, Sage Rhino Capital LLC surpasses the industry average, reflecting their expertise in managing substantial portfolios. Their compensation structure incorporates various types, such as a percentage of assets under management and performance-based fees, ensuring a client-centric approach aligned with their interests. Boasting over 40 individual clients and managing more than $617,168,000 in assets, Sage Rhino Capital LLC caters primarily to high net worth individuals. All of the assets entrusted to the firm are under their discretionary management, allowing for comprehensive and tailored investment strategies. As a small yet esteemed investment advisory firm, Sage Rhino Capital LLC operates from a single office in Menlo Park, CA. The company takes pride in its team of seasoned advisors, including the respected Dana Franco-Young, Caroline Novak, and Igor Lotsvin, who contribute their extensive experience and expertise to the firm's continued success. In summary, Sage Rhino Capital LLC is a trusted partner for individuals seeking superior investment advisory services. With their exceptional asset management capabilities, client-centered compensation structure, and a team of accomplished advisors, the firm continues to thrive in the competitive financial landscape.